If your company is on the hunt for transaction structuring, funding sources, capital or support with corporate investment decisions, our specialty advisors are ready to serve as your one‑stop‑shop resource.

Whether you are a buyer, seller, lender, private equity investor or interested in growing your business, our corporate finance experts are masters at sourcing and deal‑making.

How we help

For sellers, we conduct pre-sale due diligence, identify buyers, prepare confidential information memoranda, manage the process, drive negotiations, coordinate closings and more.

Meanwhile, if you are a buyer, we will help you define goals, create a plan, evaluate targets, perform transaction modelling, negotiate terms, conduct detailed diligence and close the deal.

Baker Tilly advisors also have access to a vast network of domestic and worldwide investors in both the private and public sectors, from whom we source and raise capital ⁠–⁠ both debt and equity.

In all cases, our advisors identify key benefits and mitigate risks throughout every stage of a transaction to optimize the deal, fostering greater momentum and limiting impediments that slow down the process.

Extensive support

Financial advisory

• Strategic valuations
• Financial modeling and analysis
• LOI/transaction tax, planning and optimization
• Term sheet/SPA support and structuring offer analysis

M&A advisory

• Mergers
• Acquisitions
• Strategic sales
• Product, division, divestitures and disposals
• Splitting companies (spinoffs)
• Merger analysis and integration

Corporate finance

• Private sourcing of debt and equity
• Capital markets advisory
• Recapitalizations
• Management buyouts

Experience matters

As your financing intermediaries, we have extensive experience initiating, consulting on, negotiating, structuring and presiding over corporate buy‑side and sell‑side transactions, takeovers and management buyouts, as well as acquisitions and divestitures. Our goal is always to help you take your business dealings further, faster.

Our advisors serve boards, management teams, buyers and lenders, entrepreneurs, owner‑managers and shareholders of both established and emerging mid-market public and private companies across nearly every major industry sector.

Mid‑market specialists

Although we work with companies of all sizes, our experts are particularly skilled at assisting small‑ to mid‑sized businesses.

Through smart, efficient corporate finance strategies, we help to unlock, build and elevate stakeholder value. Our goal is to help shareholders exceed even their most ambitious ROI objectives, while propelling a business upward and onward.

Contact your Baker Tilly advisor to learn ore.